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Shift and Scale Resource Allocations (Service)

You can shift or scale all or a portion of the resource allocations in a service by moving resource allocations back and forward in time. As you move data, segmented allocation dates are kept intact, even when the percent allocated for each segment changes. Shifting resource allocations is useful when you want to shift investment allocations beyond the allowable time-scaled view, which can only extend for six months.

Use the Shift Allocation option that is available on the staff and team detail pages of service team.

As an example, consider an allocation that starts on May 1, continues at its default rate of 100 percent until May 31. Then, goes through June at the reduced allocation of 50 percent. In this case, if you shift to June 1, the allocation starts from June 1 through July 2 (for 31 calendar days) at 100 percent. Then through August 2 at 50 percent. You can also shift allocations for time spans that contain no segments.

Follow these steps:

1. Open the service, and click Team.

   The staff list page appears.

2. On the staff or detail page of service team, select the check box next to the resource to shift allocations.

   The list page appears.

3. Open the Actions menu, and click Shift Allocation.

   The allocations page appears.

4. In the Time Span to Shift section, change the start and finish dates that the resource is allocated to work on the service.
5. In the Time Shift Parameters section, do the following:

   Shift to Date

   Defines the beginning date for the data being shifted.

   Note: If you leave the field blank, no shifts occur.

   Shift Cut-off Date

   Defines the last date for shifting allocations. Allocations cannot shift beyond the last date.

   Scale Allocation % By

   Defines the percentage change in the allocation required for the shift.

   Note: If you leave the field empty, no scaling occurs.

   Required: No

6. Save the changes.

   The change reflects in the Allocation column on the staff page of service team.